Director, Investment COE

Responsibilities

• leading the development and execution of investment accounting frameworks
• ensuring consistency, strong controls, and high-quality financial reporting across business units
• partnering closely with accounting, policy, and business teams to navigate complex investment structures
• providing technical guidance and translating detailed analysis into clear, actionable insights for leadership
• enhancing processes and driving greater efficiency and scalability in how investment accounting is performed
• fostering a collaborative, high-performing environment, coaching talent, strengthening accountability, and contributing to a culture focused on continuous improvement and innovation

• Bachelor’s degree in Accounting required; CPA and/or master’s degree in Accounting preferred
• 10+ years of relevant accounting, including public accounting and/or consolidated investment reporting experience
• Strong working knowledge of U.S. GAAP and experience preparing and reviewing financial statements
• Deep understanding of accounting principles, financial analysis, and internal control frameworks
• Demonstrated technical expertise in investment accounting for both investment and non-investment companies across a range of products (including alternative structures: CLOs, LPs, Private Credit, Private Equity), with the ability to apply accounting guidance to drive consistent, accurate financial reporting
• Experience managing vendor relationships and leading the implementation and ongoing optimization of new technology platforms, with an innovative and strategic mindset
• Collaborative leadership style with experience coaching and developing others while maintaining accountability for outcomes
• Ability to navigate and understand complex organizational and ownership structures
• Demonstrated judgment, initiative, and an inquisitive mindset with a focus on strengthening processes and controls
• Clear, confident communicator with the ability to translate detailed analysis into executive‑level insights and partner effectively across the organization
• Strong organizational skills with the ability to manage multiple priorities in fast‑paced environments
• Curiosity for technology and experience working with financial systems, reporting platforms, and analytical tools